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Anonymous
Think will be interesting to find out what you guys are considering to invest.
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Lin Yun Heng
08 Dec 2020
Senior Analyst at Delphi
I won't separate them into sectors in the traditional sense but more of identifying innovative platforms of the future.
For me, I have strong convictions in the following:
Fintech (Blockchain is the future of banking + Crypto Adoption)
SaaS Software Firms
Insurtech
Semiconductor (backbone of all technology)
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I think the digital acceleration will continue across sectors. So I am looking at some of these them...
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Personally I feel that EV still have a not of growth. But I'll be looking at companies that are smaller not like Tesla because Tesla's price is already insane.
I also feel that with travel restrictions lifting , the travel industry will be worth looking at.